Discover the Best Project Management Invoice Template for Teams

Project management invoice template for teams

[Music] today we're talking about how to use project templates and I just can't say enough about project templates we've actually done several whiteboard sessions on what some of these templates look like in detail but this whiteboard session is just intended to show you why they're so important and how to use them so let's look at templates they can be something as simple as Word documents or Excel spreadsheets so when we use Word documents and those templates are great for planning so think of your project plan think of your team roster or your team agenda or your meeting minutes and they're great for communications Excel spreadsheets are great for data and tracking and reporting to think of data manipulation so with these templates all of these can be maintained online in your software tool so let's look at once they're in the tool the templates whether you can import them or run them on your computer so you can import them into your software tool and their pros and cons of that so the pro is that when you import them they're readily available you can reuse them easily and you can also have other team members review them and provide input even modify them if they need to the con is well I can't really think of too many cons unless maybe you've imported an incorrect version but you can also run these export these from the tool and run them on your computer the pro is say if you're traveling or out of the office then you have them on your computer that you can access the con is that it's more difficult if you need your team members to review them or provide input so here is a favorite mantra that I heard from one of my team members that I'm adopting use templates until you can lose templates meaning that once you have them incorporated into your online software tool then you can lose using the templates so here's why want to use a template by using a template it provides consistency not only among this project but also among your other projects as well it allows online and offline options like we just showed and you can see the pros and cons of that it allows you to mobilize quickly meaning if you have templates they're already outlined and a lot of that information you can reuse and just substitute or edit the information that's changed for a specific project and then you can maintain these are maintained online and they also provide you access real time so if you need a project management software tool for your templates then sign up for our software now at projectmanager.com [Music]